Lists, Lead Scoring & Workflows

ADenicoff
Miembro

Filtering Tasks by Deal Stage

resolver

I am looking to be able to filter my tasks by deal stage. Is this possible? If so, how?

0 Me gusta
1 Soluciones aceptada
TomM2
Solución
Asesor destacado | Partner
Asesor destacado | Partner

Filtering Tasks by Deal Stage

resolver

Hey @ADenicoff this currently isn't possible within the default tasks view as the tasks view doesn't support multiple objects within it's filters (tasks and deals). 

If you have the custom report builder however you could create a custom report using both the tasks and deals object to display a table of tasks and display any associated deal stages with those tasks, something like this (mine is showing no value as I don't have associated deals with my demo tasks: 

TomM2_0-1683368372315.png

If you wanted to you could then use the report filter to filter only by a specific deal stage if you wished! 

Hope this helps! 

 

Tom Mahon
HubSpot Expert | Digital Marketing Specialist | Community Champion
HubSpark

Book a meeting

Did my post help answer your query? Help the community (and me) by marking it as a solution.


Ver la solución en mensaje original publicado

2 Respuestas 2
AJulia
Miembro

Filtering Tasks by Deal Stage

resolver

Filtering tasks by deal stage is an essential feature that greatly enhances productivity and organization within a sales team. By categorizing tasks based on the stage of the deal, teams can efficiently prioritize and focus on activities that align with the current status of each opportunity🙂This filtering capability allows sales representatives to gain a clear understanding of which tasks require immediate attention and which can be deferred. It enables them to allocate their time and resources effectively "-ensuring that they are investing their efforts in activities that have the highest potential for advancing deals to the next stage.

TomM2
Solución
Asesor destacado | Partner
Asesor destacado | Partner

Filtering Tasks by Deal Stage

resolver

Hey @ADenicoff this currently isn't possible within the default tasks view as the tasks view doesn't support multiple objects within it's filters (tasks and deals). 

If you have the custom report builder however you could create a custom report using both the tasks and deals object to display a table of tasks and display any associated deal stages with those tasks, something like this (mine is showing no value as I don't have associated deals with my demo tasks: 

TomM2_0-1683368372315.png

If you wanted to you could then use the report filter to filter only by a specific deal stage if you wished! 

Hope this helps! 

 

Tom Mahon
HubSpot Expert | Digital Marketing Specialist | Community Champion
HubSpark

Book a meeting

Did my post help answer your query? Help the community (and me) by marking it as a solution.